Moneysoft

Moneysoft’s Advice eco-system integrations now include iRESS XPLAN, Practifi, Salesforce.com, Finpal and Midwinter2. Further their lLarning Management integrations include Teachable3. Client profile & service configuration have been updated as has their Micro-investing expansion to allow a “Round-Ups” service for clients.

CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Planning Association of Australia Limited is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.